Beaumont Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $383K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $316K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $305K | Hold |
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|
2018
Q4 | $271K | Buy |
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